Relationship Manager Assistant II

Cadence Bank
United States, Texas, Celina
320 South Preston Road (Show on map)
Oct 09, 2025
Description What The Role Is The position is a key component to the Business Banking model and may serve as liaison between RM and customer. The RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position. How You will Make an Impact Prepare and review all account documentation pertinent to loans. Review loan files to ensure the completeness of the file, and that all collateral has been properly secured Maintain and clear all CIP, credit, insurance and policy exceptions Maintain and prepare future maturities Open/Close DDA, Savings and TD accounts - complete customer transactions File maintenance - address changes, CIP updates, check/check card orders, transfers, wires, etc. Coordinate loan renewal efforts Fee refunds as approved by RM Discover and communicate cross sell opportunities Assist with community outreach and business development activities Enter loan applications in ACTion on with direction from RM Process invoices and expense reports Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department Set appointments for Loan Officers as needed Promote the bank's products and services Build and maintain positive relations with all customers, potential customers and co-workers Perform as a team member in allocating and coordinating the workflow Contribute to the fulfillment of department and company objectives and goals Comply with all department and company policies, procedures and regulations Remain current on all pertinent consumer lending and other financial institution-related laws and regulations Interacts with a range of individuals, both within and outside the immediate team, to convey basic information Some accountabilities for medium-term tasks and many recurring basic initiatives Limited use of judgment related to administrative issues Understanding of support discipline Understanding of straightforward, administrative, and/or other basic business services Who You Are Stable job history Exceptional verbal, organizational and interpersonal skills Ability to write reports and correspondence Ability to read and comprehend documents Ability to calculate basic financial figures and amounts Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office) Professional appearance and demeanor Ability to complete detailed work Ability to enter data correctly using keyboard, typewriter and calculator Ability to operate general office equipment Ability to define problems, collect data, establish facts, and draw valid conclusions Education High school diploma or equivalent Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training Characteristics Regular and reliable attendance Works cooperatively with others If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply. Cadence Bank #LI-EW1 Qualifications Behaviors Team Player - Works well as a member of a group Dedicated - Devoted to a task or purpose with loyalty or integrity Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well Motivations Self-Starter - Inspired to perform without outside help Ability to Make an Impact - Inspired to perform well by the ability to contribute to the success of a project or the organization Education Bachelors (required) Experience Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office) (preferred) Ability to write reports and correspondence (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.